See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,056 | $105,931-61.2% | $81,930-49.9% | $158,922-74.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 14.05% | 38.17%-24.1pp | 29.49%-15.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,264 | $7,800-83.8% | $4,310-70.7% | $4,761-73.4% |
| Participant deferral / active EE | $8,111 | $13,003-37.6% | $7,107+14.1% | $5,982+35.6% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |